Trainee Financial Planner
Joined LIFT-Financial in September 2017.
I am part of LIFT-Academy which is helping me to develop the required skills and take the professional qualifications required to become a Chartered Financial Planner. My rotational placements in Client Support and Paraplanning have helped me to develop practical knowledge and the CII exams have enriched my theoretical understanding. I have learnt a tremendous amount from working as part of the team supporting Sarah Wilson-Trainor FPFS, a senior adviser at LIFT. After just over three years at the company and numerous exams, I achieved the status of both Chartered and Fellowship in December 2020.
I have also been part of the team delivering our Young Professionals Networking Event which involves contacts from a variety of professions across Manchester. We have had several fantastic events featuring professional speakers on topics ranging from Law and Accounting to Social Media and Public Speaking.
- Favourite city?
- Your three famous dinner guests of choice?
- Vincent Kompany, Simon Pegg and Barack Obama
- Sports/ hobbies/ leisure?
- Football, rugby and tennis